Envision Financial Planning, LLC DFAI Holdings History
Envision Financial Planning, LLC's Dimensional International Core Equity Market ETF Holding Summary
As of 2025-03-31, Envision Financial Planning, LLC held 399,619.00 shares of Dimensional International Core Equity Market ETF(DFAI), totaling $12.48 Mil. This investment constitutes 6.36% of their stock portfolio, and Envision Financial Planning, LLC now holds 0.14% of the outstanding Dimensional International Core Equity Market ETF(DFAI) stock.
The initial trade took place in 2023Q3. And since then Envision Financial Planning, LLC has made 5 purchases of DFAI, at an average price of $27.92, for a total of 404,907.00 shares. In addition, there have been 1 sales at an average price of $26.70 for 5,288.00 shares. Based on historical transaction data and DFAI's current price of $34.17, Envision Financial Planning, LLC's estimated gain on his DFAI holdings is $2.49 Mil, reflecting a 22.02% gain to date.
Envision Financial Planning, LLC DFAI ($34.17) Holding Chart
Envision Financial Planning, LLC DFAI ($34.17) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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